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Dec 26, 2012
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it's technology, as you said. i think that's one that -- it's a bright gem. you know, it went from, in india, from a bpo outsourcing business and has grown to an innovation business where brands are being developed and real technological gains are being had. the other sector we like is health care. the demand for health care in these markets is just continuing to grow steadily. obviously people are having longer lives, having more disposable income for health care and treatment. and so those are two sectors we really like. >> okay. and curious, as an emerging market investor, how closely are you watching the fiscal cliff negotiations here in the u.s., the debt crisis in europe? how closely are you watching factors and how does that impact the way you invest in emerging markets? >> emerging markets continue to be married to developed markets. the correlation is definitely still there. so what happens in the u.s. and europe plays out to a great degree in the emerging markets. so i definitely have my eyes there. i think what you're starting to see in china is th
it's technology, as you said. i think that's one that -- it's a bright gem. you know, it went from, in india, from a bpo outsourcing business and has grown to an innovation business where brands are being developed and real technological gains are being had. the other sector we like is health care. the demand for health care in these markets is just continuing to grow steadily. obviously people are having longer lives, having more disposable income for health care and treatment. and so those...
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Dec 22, 2012
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also technology and materials they finished lower on the day, as well, but higher for the week. the worst-performing sectors this week, consumer staples, telco, and health care, and in terms of the individual stocks that we were watching on the s&p 500 nyse was bigger with a 30% upside after news of that $8.2 billion deal to be acquired by the intercontinental exchange. to the downside, it was electronic arts logging a loss on concerns there will be more scrutiny on violent video games in the coming days and weeks after that tragedy at sandy hook, elementary school. >> many thanks, appreciate it. >>> here now to talk to us dan greenhaus, you are, if i understand it, a fiscal cliff stock bear. >> yes. give or take, yes. >> and why? >> well, i think it's pretty clear you're talking about -- well, our best case scenario has been we're going off the cliff. we said that the day after the election, we standby it today. if you do that, you're talking about the largest tax increase in our country's history, a considerable amount of spending cuts, and in the short-term, probably hit the
also technology and materials they finished lower on the day, as well, but higher for the week. the worst-performing sectors this week, consumer staples, telco, and health care, and in terms of the individual stocks that we were watching on the s&p 500 nyse was bigger with a 30% upside after news of that $8.2 billion deal to be acquired by the intercontinental exchange. to the downside, it was electronic arts logging a loss on concerns there will be more scrutiny on violent video games in...
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Dec 26, 2012
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marvel technology down on news of a legal setback for the firm. basically carnegie-mellon university has won a patent case against marvell technology, the jury awarding a $1.7 billion verdict that marvell has to pay carnegie-mellon over an obscure audio technology, two patents that carnegie-mellon had so its stocks are responding in kind. as you can see, it's down 4.25%. the jury requiring that marvell technology pay carnegie-mellon university $1.7 billion. brian, back to you. >> big jury. all right. thank you very much, mary thompson. that is a big number. meantime, herbalife clearly following the adage that the best defense is a good offense and it's firing back at bill ackman and other critics making a number of big moves over the past few days. the stocks actually up today after they hired investment banking firm, a law firm, a stock buyback plan, all in just a couple of weeks. coming up in the "wall street journal," steven rusalillo has been following the story and has the latest now. this is a company keeping you very busy. >> absolutely. wh
marvel technology down on news of a legal setback for the firm. basically carnegie-mellon university has won a patent case against marvell technology, the jury awarding a $1.7 billion verdict that marvell has to pay carnegie-mellon over an obscure audio technology, two patents that carnegie-mellon had so its stocks are responding in kind. as you can see, it's down 4.25%. the jury requiring that marvell technology pay carnegie-mellon university $1.7 billion. brian, back to you. >> big...
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Dec 26, 2012
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health care and technology both fit that particular area. and i think those are the areas that, from a prudent perspective, might be the best place to make your bets for 2013. >> charles, where would you begin the new year? i know you're looking at value tech names, leapfrogging off of what david just said. you make the point that dell -- i'm using a dell right now. it's not going to go away, you say. >> they've made some great acquisitions over the years. they have a ton of cash. people are predicting dell will go away. the pc is going to go away. we don't think it is. the stock is just very, very cheap. and microsoft is the same way. microsoft trading at well less than ten times earnings, is not requesting away. >> at the same time, charles, it may not be going away and cheaper, what's the catalyst to get it from less cheap to a little more expensive to make money on this investment? what is going to be that driver to make the stop go higher? a lot of companies can make products that exist for a very long time but not be very good investme
health care and technology both fit that particular area. and i think those are the areas that, from a prudent perspective, might be the best place to make your bets for 2013. >> charles, where would you begin the new year? i know you're looking at value tech names, leapfrogging off of what david just said. you make the point that dell -- i'm using a dell right now. it's not going to go away, you say. >> they've made some great acquisitions over the years. they have a ton of cash....
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Dec 27, 2012
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>>> like financials and technology. both will be industrials, led by housing for 2013 and a big uptick in construction. there has to be special infrastructure plans coming out of washington and that should really get a lot of the industrial names, both large cap, mid-cap and small cap moving. >> you like industrials. you think 2013 will be a pretty good year for the market? >> i think it will get off to a better start. i think people are make doing much of the fiscal cliff and you will see us bridging the gap of the cliff. >> do you have a rally you'd hang your hat on? >> not a purebred industrial. standout brand, you touched on earlier, enger sol rand. they could send them over to your house, as construction picks up, ingersoll should be able to take advantage. and one off on that is ford. a great 2013. >> j.b.? >> we're coming into 2013 about twice the waiting in health care than the s&p 500, by far our biggest overweight. we're in the business of secular trends and want to be in something that has staying power. it i
>>> like financials and technology. both will be industrials, led by housing for 2013 and a big uptick in construction. there has to be special infrastructure plans coming out of washington and that should really get a lot of the industrial names, both large cap, mid-cap and small cap moving. >> you like industrials. you think 2013 will be a pretty good year for the market? >> i think it will get off to a better start. i think people are make doing much of the fiscal cliff...
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Dec 24, 2012
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people still love going to the movies with the onslaught of new technolo technologies. it is a competitive world out there and the old fashion idea of going to a movie theater still resonates with people. they still have to go stand if line, have that communal experience. and i knew something big was coming when "the hunger games" in march opened with $152 million in opening weekend. unprecedented for march. that kicked things off. got things going. kwt the lorax was another big march release. and we had a big opening with "the avengers", 2 to 7 million, to kick off summer 2012. amazing. >> david, is it just that movies that propelled the box office this year, is that what it is? other good movies or ingredients here? what do you think it is. >> certainly. it makes a difference as paul said. paul also mentioned a very key factor. that's the in-theater experience, continues to improve. we've seen a lot of renovation, a lot of improvements, expanse of menu items. even bars. full barsant aring the space. and a lot more comfort applied that's attracting people over 24 years
people still love going to the movies with the onslaught of new technolo technologies. it is a competitive world out there and the old fashion idea of going to a movie theater still resonates with people. they still have to go stand if line, have that communal experience. and i knew something big was coming when "the hunger games" in march opened with $152 million in opening weekend. unprecedented for march. that kicked things off. got things going. kwt the lorax was another big march...
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. >> everything lives forever in technology. it does. >> it doesn't. >> it will be interesting to see on the next reading on users if users come back, because instagram denounced what they're going to do with the photos. >> it's amazing how one lawyer, one draft had such a big affect. >> exactly. >>> markets are set to decline sharply at the open. how do you prepare for today's session? we'll get the word from the street, that is next. and jim paulson tells us why he's expecting a 15 to 20% gain for the s&p 500 in 2013. looks like we're going to lose 10.5 on the s&p right at the open. more "squawk on the street," right ahead. p for an idea. a grand idea called america. the idea that if you work hard, if you have a dream, if you work with your neighbors... you can do most anything. this led to other ideas like liberty and rock 'n' roll. to free markets, free enterprise, and free refills. it put a man on the moon and a phone in your pocket. our country's gone through a lot over the centuries and a half. but this idea isn't fragile
. >> everything lives forever in technology. it does. >> it doesn't. >> it will be interesting to see on the next reading on users if users come back, because instagram denounced what they're going to do with the photos. >> it's amazing how one lawyer, one draft had such a big affect. >> exactly. >>> markets are set to decline sharply at the open. how do you prepare for today's session? we'll get the word from the street, that is next. and jim paulson...
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Dec 24, 2012
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are tablets and apps ruining the season as kids get more accustomed to technology? >> microsoft windows 8 gets more bad press today, as "the new york times" said it is not leading to a boost in pc sales. is there anything that can turn that lagging sector around? futures moving lower, as concerns about the fiscal cliff talks weigh on the market. talks about progress toward a deal sent the down lower by almost 521 points on friday. s&p up almost 14% on the year. it's interesting, this year we've had so many unnatural phenomenon taking place, whether it's the effects of the fed's monetary policy, year end, fiscal cliff tax related issues. the motivations are a little bit different this time around than they were last year. >> yeah. it's not as pressing, some would argue. some were actually saying on friday, maybe it would have been better if the markets had a sharper sell-off because that could have forced the lawmakers to do something as opposed to leave for obama to have a hastily called friday evening press conference saying, you know what, congress, you have ten d
are tablets and apps ruining the season as kids get more accustomed to technology? >> microsoft windows 8 gets more bad press today, as "the new york times" said it is not leading to a boost in pc sales. is there anything that can turn that lagging sector around? futures moving lower, as concerns about the fiscal cliff talks weigh on the market. talks about progress toward a deal sent the down lower by almost 521 points on friday. s&p up almost 14% on the year. it's...
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Dec 27, 2012
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we have lots of technologies to help you on every platform. also, how are you safe guarding those devices yourself? what are the processes you're doing at home and church and a group you hang out and share information. all these places, be aware making sure your cyber footprint is as small as possible and making sure you are the toughest target to hit in the crowd. make sure your password is better than mine. >> i've taken to changing mine every couple months and that's probably not enough even doing that. thank you for your time. >> thank you so much. have a great holiday. >> the chief privacy officer at mcafee. >> there's a picture of air force one returning the president from his vacation in hawaii. some of this is about optics but set up expectations there will be last-go round here before year end to find some framework to resolve the fiscal cliff. we'll find out more a little bit later on. senator reid is having a news conference at b1:00 p.m. >> when we come back, the next global economic house may not be in asia. it may be different th
we have lots of technologies to help you on every platform. also, how are you safe guarding those devices yourself? what are the processes you're doing at home and church and a group you hang out and share information. all these places, be aware making sure your cyber footprint is as small as possible and making sure you are the toughest target to hit in the crowd. make sure your password is better than mine. >> i've taken to changing mine every couple months and that's probably not...
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Dec 27, 2012
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again, nordstrom was one of the retailers to invest first in terms of their technology with inat the greating online and stores and that's done very well for them. online last quarter was up 38%. >> wow. >> they're also working on the store experience. i think finally, they have the rack nordstrom off price channel. the off price channel has been one of the best performers over the past year. they have exposure there and they said they can double their store base in that off price channel. so i think you get a luxury player and an off price player merged and that's a winning combination for 2013. >> one of the notes we just put there it said they also have a partnership with top shop which could be a disrupter in the retail business. quick thought? >> they do. here in the u.k. top shop is killing it. best traffic in retail. top shop is dipping its toe into the u.s. market so everybody from the gap to fact fashion should watch out. they have a partnership with nordstrom. that's going to be a win. and, tyler, you can even get a tattoo or hair extensions. >> just what i wanted for the n
again, nordstrom was one of the retailers to invest first in terms of their technology with inat the greating online and stores and that's done very well for them. online last quarter was up 38%. >> wow. >> they're also working on the store experience. i think finally, they have the rack nordstrom off price channel. the off price channel has been one of the best performers over the past year. they have exposure there and they said they can double their store base in that off price...
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Dec 27, 2012
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shares of marvell technology falling this morning. company says they're going to seek to overturn a jury's patent infringement finding. yesterday a federal jury found marvell infringed two patents held by carnegie mellon. the chipmaker has been ordered to pay $1.2 billion in damages. another big payday maybe for -- >> lawyers. >> now to the winter storm slamming the east coast. the weather channel's reynolds wolf joins us now with more. is this one named, reynolds? >> this one is indeed named. this one is given the name euclid. go figure. i say that spells trouble. it's certainly going to spell trouble for people trying to travel out of new york. you look at this color code behind us, where you happen to see the orange and the yellow. just like on a traffic light you're going to have a little bit of caution there. but ground travel at least air travel may come to a screeching halt in places like boston, portland, maine, mind you and even in buffalo, all due to this immense storm. take a look at it. for some people it means just rain l
shares of marvell technology falling this morning. company says they're going to seek to overturn a jury's patent infringement finding. yesterday a federal jury found marvell infringed two patents held by carnegie mellon. the chipmaker has been ordered to pay $1.2 billion in damages. another big payday maybe for -- >> lawyers. >> now to the winter storm slamming the east coast. the weather channel's reynolds wolf joins us now with more. is this one named, reynolds? >> this one...